Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,768,545
+$128,151 QoQ
Shares Held
13,763
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#1,675
of 3,769 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Live Oak Investment Partners holds $2,844,137 across 3 Drug Manufacturers - General names. MRK ranks #1 (62.2% of the industry book) .
All Filings in MRK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,768,545 | 13,763 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,640,394 | 13,637 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,782,232 | 26,432 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,095,480 | 24,967 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,895,802 | 23,949 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $695,370 | 7,747 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $741,982 | 7,459 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $2,062,263 | 18,161 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $2,121,232 | 17,135 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $1,840,162 | 16,880 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $1,775,790 | 17,250 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $2,008,839 | 17,410 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $1,863,856 | 17,520 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $1,930,770 | 17,403 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||